How to access:
- Click on the Name of your company (top right)
- Access Settings (cogwheel)
- Click on "CRM"
- Click on " Activity types ".
In this section you can manage the types of activities available for events related to your deals
1) Create new types of activities
How to access:
- Click the blue "add activity types" button at the bottom
- Fill in the information
- Color: Assign a color to differentiate by type of activity.
- Symbol: Name a team leader.
- Name: Give a name to this type of activity
2) Edit types of activities
How to access:
- Go to Settings> CRM> Types of activities or
- Click on one of the fields to edit it
Once the sales team is created, you can modify the following fields at any time:
- Color: Assign a color to differentiate by type of activity.
- Symbol: Name a team leader.
- Name: Give a name to this type of activity
3) Eliminate types of activities
How to access:
- Go to Settings> CRM> Types of activities
- Select an activity type and click on the "Trash" button
By deleting an activity type you will no longer be able to use it in the new activities you register.
To use the types of activities you must first register a deal.